After working several years in the insurance industry, Joe pursued a lifelong dream in 2015 and started his own firm, Intelliplan Financial. His practice is dedicated to foundational retirement income and teaches clients new strategies outside of the traditional retirement income planning box that stabilize and protect their financial futures. Joe strives to help manage any market volatility with the strategies provided so clients can feel confident and reach their retirement income goals.
Joe has helped his clients grow and preserve their wealth by helping them take control to reach their retirement income goals without taking unnecessary risks.
Joe is one of only 200 life insurance agents in the country who have successfully completed the rigorous training and continuing education requirements to become a Bank On Yourself Authorized Advisor. He was also inducted into the National Academy of Best-Selling Authors, as a co-author with Bank On Yourself CEO, Pamela Yellen, of the number-one Amazon best-seller, The Secret to Lifetime Financial Security.
Joe lives in the Columbus, Ohio area with his wife and two children, and has been practicing the principles of foundational planning since 2004.
Chief Operating Officer
Whitney is responsible for managing the company's daily operations and reporting them to the President, as well as assists as a partner in the strategic planning of the company.
She is also responsible for the complete marketing and promotion of the company and oversees client relations, website, and CRM.
Whitney is a graduate of The Ohio State University with a Bachelor of Science in Human Ecology and a minor in Business. Her professional experience is in sales, marketing and fashion merchandising.
Client Support Specialist
Erin enjoys helping with the daily office operations, handling all appointment scheduling, creating and maintaining relationships with clients and prospective clients and serving as a liaison with our carriers.
She has developed an interest in taking care of the clients’ needs by providing and delivering professional, helpful, high quality service and assistance before, during, and after clients’ needs are met.
Erin graduated from The Ohio State University with a Bachelor’s degree in Agriculture with a focus on Business and Economics. In her spare time, Erin enjoys traveling to new places and exploring restaurants around Columbus.